The first step is to add your required “Managers”. These would generally be the SEO campaign managers, or account managers that you would like to be able to filter at a later stage. It will also enable them to be a user in the RTC reports. This field can also be left blank if “managers” are not required.
There are a number of different user types. Administrators will be able to add and change managers. ”Manager” will allow you to filter to this persons ”book” of clients. Users can be assigned a manager (which is covered below), and this will also allow you to view RTC data for each manager.